Death of a Loved One

Following the death of a spouse, dealing with personal finances can be bewildering, considering that you are grieving. We are here to help you transition from widow(er) to independent person, empowering you to manage your money to meet your needs, goals, and hopes for your future. We bring financial expertise and strategic advice for your immediate needs to advanced planning. We advocate for you and with you on your timeline, without rushing you through any decisions. We are part of your transition team, working collaboratively with your CPA/Tax Advisor, Attorney, and Insurance Advisor. We are your fee-only fiduciary partner, providing strategic advice for you and with you.